Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $78,282 |
US BANK4+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $54,137 |
INVESTEC ASSET MANAGEMENT4+ years Filed as: INVESTEC ASSET MANAGEMENT NA Service code 28 666 FIFTH AVENUE · NEW YORK, NY 10103 | Investment Management | $33,030 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS GROUP UK LTD Service code 28 | Investment Management | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 12.73% | 21.83%-9.1pp | 50.81%-38.1pp | 21.83%-9.1pp |
| Employer contribution / active EE | $17,488 | $12,237+42.9% | $42,739-59.1% | $12,237+42.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |